Practice

With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

Three years into the pandemic, most financial advisors work at least partly from home. How has that changed their business?

The current share of 84% of the industry's holdings at Charles Schwab, Fidelity, Pershing and LPL may not stay so big forever, according to Cerulli Associates.

The fintech veteran said the role of the advisors has changed in a big way, and he wants to be a part of the evolution.

The nation's tax collector decided that it won't tax state rebates and refunds issued last year, just one week after telling taxpayers to hold off on submitting a federal return.

Gatekeepers say successful wealth managers have to fit a specific mold. But four women leading the way in financial services have seen the framework broken time and time again.

Many Americans who postpone retirement say it's because they like working and staying active. But as a new study shows, they may just not have enough savings.

James Lee says title protection for advisors would be a huge step toward making financial planning 'the most important authentic profession of the 21st century.'

Nathan Stibbs will be the midsize independent firm's first director of corporate strategy after it picked up more than a dozen teams in 2022.